2024 Open Access Fellow
Baker Tilly

Job Info

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Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

It's an exciting time to join Baker Tilly! We are looking for a Financial Analyst to join our Capital Formation Team. The Capital Formation Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Whether it's a sale, buyout, carve-out or refinancing, our highly specialized team supports every critical business decision before, during and after a transaction. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.

In this role, you will work closely with Partners and Managers servicing existing clients to deliver financial advisory services such as:

• Evaluating the appropriateness of proposed transactions relative to the business strategy of clients
• Teaming with potential borrowers to determine the structure of proposed transactions, negotiate a term sheet with borrowers and investors on behalf of the client
• Financial modeling for transactions
• Preparing write-ups and underwriting of transactions for board meetings
• NMTC application writing, data analysis, community impact analysis, pipeline building and obtaining capital commitments
• Assisting clients to locate and vet transactions, if necessary
• Educating potential lenders and community stakeholders to participate in transactions
• General consulting to assist clients in achieving its objectives.

Qualifications

Successful candidates will meet the following requirements:

• An undergraduate degree in Business Administration with emphasis in Accounting or Finance, or real estate preferred
• Outstanding academic performance required, with a minimum overall GPA of 3.0 required with at least a 3.2 GPA preferred
• Relevant internship, work experience and/or involvement with a professional organization
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
• Understanding of real estate financials and operating performance

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